whalstreet

Glenn WellingvsTom Russo

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Glenn Welling
Engaged Capital LLC
AUM
$392M
Positions
9
Shared %
22.9%
Whale B
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
0.0%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockGlenn weightTom weightGlenn valueTom value
YETI · Yeti Holdings Inc.22.9%0.0%$90M$1M
Unique to Glenn Welling
Top 10 by value held — not in the other's portfolio
StockWeightValue
VFC · V F Corp.24.5%$96M
BL · Blackline Inc.15.3%$60M
GXO · Gxo Logistics Incorporated11.1%$44M
CGNX · Cognex Corp.8.6%$34M
FRPT · Freshpet Inc.6.2%$24M
EVH · Evolent Health Inc.5.7%$22M
RILY · Brc Inc.3.9%$15M
73642K106 · Portillos Inc.1.8%$7M
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.13.3%$1.2B
BRK-A · Berkshire Hathaway Inc. Del12.1%$1.1B
MA · Mastercard Inc.9.8%$905M
H25662182 · Compagnie Financiere Richemont8.2%$761M
PM · Philip Morris Intl Inc.8.1%$753M
N39338194 · Heineken Holding Nv7.3%$674M
BRK-B · Berkshire Hathaway Inc. Del6.1%$566M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
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★ WatchlistData from SEC EDGAR · whalstreet.com